Who Owns Vanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Vanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF.
Who crossed 5% of VTES →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Apella Capital, LLCSHORT TRM TAX EX81.6K shadded | $8M |
| ECLECTIC ASSOCIATES INC /ADVSHORT TRM TAX EX74.8K shadded | $7.4M |
| Farther Finance Advisors, LLCETF63K shadded | $6.2M |
| Wedmont Private CapitalSHORT TRM TAX EX44.3K shadded | $4.4M |
| McNaughton Wealth Management, LLCSHORT TRM TAX EX16.8K shadded | $1.7M |
| Capital Advisors Wealth Management, LLCSHORT TRM TAX EX14.3K sh— | $1.4M |
| Valeo Financial Advisors, LLCETF12.3K sh— | $1.2M |
| Avidian Wealth Enterprises, LLCSHORT TRM TAX EX7.5K shadded | $742.5K |
| Roan Capital PartnersSHORT TRM TAX EX7.1K shtrimmed | $701.1K |
| CoreCap Advisors, LLCETF5.9K shheld | $582.5K |
| First Heartland Consultants, Inc.SHORT TRM TAX EX5.6K shadded | $556.2K |
| SigFig Wealth Management, LLCSHORT TRM TAX EX4.2K shtrimmed | $417.1K |
| Lake Hills Wealth Management, LLCSHORT TRM TAX EX3.7K shtrimmed | $362.1K |
| Worth Asset Management, LLCETF3.4K shtrimmed | $335.7K |
| Heartwood Wealth Advisors LLCETF3K shheld | $293.8K |
| BOS Asset Management, LLCSHORT TRM TAX EX2.5K shadded | $250.9K |
| Cassilly Financial Group LLCSHORT TRM TAX EX2.3K sh— | $226.4K |
| Wealth Enhancement Trust Services, Inc.SHORT TRM TAX EX2K shtrimmed | $194.2K |
| AMERICAN NATIONAL BANK & TRUSTSHORT TRM TAX EX1.5K shadded | $145.4K |
| ARMSTRONG ADVISORY GROUP, INCSHORT TRM TAX EX808 sh— | $79.7K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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